+38.6%
AA vs PAYC
+1,266.0%
-1,227.3%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.6% |
| 7D | +1.2% | -9.5% | +10.8% | +3.9% |
| 30D | -5.0% | +2.5% | -7.5% | -6.0% |
| 3M | -22.2% | +11.7% | -33.9% | -25.0% |
| 6M | -36.3% | +74.6% | -111.0% | -46.9% |
| YTD | -24.2% | +50.4% | -74.6% | -34.9% |
| 1Y | +3.9% | +44.0% | -40.1% | -9.7% |
| 3Y | +67.6% | +42.5% | +25.1% | +43.2% |
| 5Y | -8.8% | -50.3% | +41.4% | -0.5% |
| 10Y | +45.0% | +521.2% | -476.2% | -5.9% |
| All | +38.6% | +1,266.0% | -1,227.3% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling